Onboard

HMRC authorisations, without the post.

Every authorisation a client needs is tracked from the services you’ve agreed, including VAT, PAYE, CIS, Corporation Tax, Self Assessment and the Companies House code. Each tax shows its own route.

Clients follow a guided page with your Agent ID ready to copy, and Embla fills in HMRC’s own 64-8 from the client’s record for them to sign (on paper, or electronically once e-signing is live). Reply dates and code expiry are counted down, and chasers can run on a timetable you switch on.

• Every authorisation trackedEach one is listed from the services you’ve agreed, with its own status on the client’s record.
• The right route for each taxClient-led, digital handshake or posted code, with your agent identifiers filled in.
• Guided client walkthroughOne page per tax, with your Agent ID to copy and a tick-along checklist.
• Pre-filled 64-8HMRC’s own form, filled in from the client’s record and ready to sign.
• Countdowns and optional chasersReply and expiry dates are counted down, and chasers run only if you switch them on.